FY19 Goals

IRM Departmental Goals

• Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results in progress
• Review CATF report recommendations and implement in progress

Acquisitions Unit Goals

Discovery & Resource Management Systems Unit Goals

• Aleph Data clean-up: Identify data entry issues that create data problems as a pre-emptive step towards preparing for migration. For details and latest developments please review the Aleph Clean up Project management board. Rolling over; in progress
• Work with Acquisitions to re-imagine and recreate our resource management processes. in progress
• Successfully implement our second version of our CORAL ERM system. in progress
• Successful BETA testing of FOLIO. in progress
• CORAL/SFX/Aleph/website database list name normalization. restarted; in progress.
• Ebook usability test. in progress
• Make usability statistics more widely accessible and the harvesting/management of said statistics easier/automated. in progress
• Clean up MARC record loading information on the IRM wiki. in progress

Metadata Unit Goals

FY18 Goals

IRM Departmental Goals

• Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results moving forward
• Complete work on COUNTER database and viewing in Tableau moving to DRMS for FY19
• Review CATF report recommendations and implement as able in progress & moving forward
• Work with Access Services on strategies to unite under the Content & Discovery division complete

Acquisitions Unit Goals

• Complete implementation of CORAL.
  • CORAL 2.0 implementation.
  • Add e-journal package title-level records.
  • Complete development of database API for CMS.
• Staff Development
  • Expand dbhelp participants.
  • Increase copy cataloging responsibilities.
• Identify potential cancellations through a review of database subscriptions.
• Implement new discretionary allocations to selectors - redefine pool of selectors.
• Implement new 5C Gobi approval plan.
• Implement ARES workflow for Reserves ordering.
• Develop ABEL bindery reporting.

Discovery & Resource Management Systems Unit Goals

• Streamline Aleph authorizations (e.g. 15 to 4). Currently, individuals have multiple logins, and this will provide them with one login. completed
• Aleph Data clean-up: Identify data entry issues that create data problems as a pre-emptive step towards preparing for migration. For details and latest developments please review the Aleph Clean up Project management board.in progress
• Implement EDS. Continue enhancement efforts. Train staff, “train the trainers”. Conduct a follow up a summer 2017 usability test. Complete
• Work with Acquisitions to re-imagine and recreate our resource management processes and our second version of our CORAL ERM system.in progress
• Review the FOLIO project and ascertain if it is a solution for the Five Colleges at this time. in progress
• CORAL/SFX/Aleph/website database list name normalization. Cancelled due to the loss of our first version of CORAL.
• CORAL licensing Information to display in SFX. Cancelled due to the loss of our first version of CORAL.

Metadata Unit Goals

• Finish cataloging NEYM books - Done
• SCUA and law material transfer from Textbook Annex to Hatfield - Done
• SCUA material transfer from Palmer to Hatfield - Done
• Finish cataloging priority NEYM pamphlets - In progress
• Convert EAD and UMarmot records to MARC records and batch upload records to OCLC and Aleph - In progress
• Gifts cataloging backlog - books and DVDs - In progress
• Law material transfer from Palmer to Hatfield - Phase 1 done & Proposal for Phase 2 submitted
• Finish linking all material in Du Bois - 23rd floor done, other floors in progress
• Train circ and reference staff on cataloging - Done

FY17 Goals

IRM Departmental Goals

• Hire a new Metadata Librarian and replace ILS/DRMS Unit Coordinator. Hire temporary cataloger for Quaker gift monographs.
  • Temporary cataloger hired, starting August, 2016. complete
  • Updated job descriptions & ads to Admin. complete
  • Form search committee and conduct search. complete
  • Hire and provide on-boarding.complete
• By July 1st, 2017, implement a revised departmental structure that addresses evolving workflows in technical services and directly supports the teaching, learning and research missions of the library and the university. complete
  • Continue documentation of workflows. complete
  • Conduct card-sort activity. complete
  • Develop possible reorganization scenarios and select best one. complete
  • Determine staffing and training needs and put those in place. complete
  • Implement new structure. complete
• Establish a policy and review workflows for e-resource MARC record batch loads. complete
• Develop a projects page with a submission form.complete
• Move from print to electronic bookplates. complete
• Implement a program of selector/liaison workshops on resource acquisitions/renewals/resource evaluation tools/ usability testing results. moved forward
• Marketing of IRM department. complete

Acquisitions Unit Goals

• Integrate converted MMT position as ACQ electronic resource specialist. complete
• Complete implementation of CORAL. complete
  • Complete TERMS tool with license expressions.complete
  • Add e-journal subscription records to Resources. complete
  • Implement Statistics section. moved forward to IRM goal
• Identify potential cancellations through comprehensive review of journal resources. complete
• Determine e-journal title perpetual access guidelines and process for maintaining records. complete
• Develop, produce and promote web page of proxy bookmarklets for common browsers. complete
• Complete processing of Rudman Collection. complete
• Develop and implement bindery pull slip generation. complete
• Complete transfer of bindery processing responsibility. complete

Discovery & Resource Management Systems Unit

• 5C billing: Automate exchange of billing information for circulation units within the 5 Colleges. moved forward
• Streamline Aleph authorizations (e.g. 15 to 4). Currently, individuals have multiple logins, and this will provide them with one login. moved forward
• Promote little-used Aleph features, like My Folder and Shelf Browse. complete
• Data clean-up: Identify data entry issues that create data problems as a pre-emptive step towards preparing for migration. moved forward
• Implement EDS. Beta test EDS for discovery, including implementing usability testing of discovery and related platforms. moved forward
• Review and update LibWire Help Forms. complete

Metadata Unit Goals

• Start reviewing authority error reports supplied by Backstage and correcting headings. complete
• Bring gift cataloging backlog up-to-date. complete
• Streamline process for receiving shelf-ready books (batch). complete
• Complete review of Silver Plus records. complete
• Hire and onboard metadata librarian complete
• Implement Bibnote? (assign as a project for the new metadata librarian?)on hold
• Convert all EAD records for SCUA Collections to MARC (assign as a project for the new metadata librarian)pending
• Clean up ETD metadata in ScholarWorks (assign as a project for the new metadata librarian)pending